Compass Ion Advisors’s EXL Service EXLS Stock Holding History

Compass Ion Advisors’s Portfolio EXLS Stock Details EXLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.09M	Hold
2025 Q1	$1.17M	Sell
2024 Q4	$1.16M	Hold
2024 Q3	$998K	Hold
2024 Q2	$832K	Hold
2024 Q1	$832K	Buy
2023 Q4	$670K	Sell
2023 Q3	$640K	Buy